In an industry built on golf courses and conference rooms, this fintech pioneer recognized a truth: buyers were researching online long before shaking hands. While competitors clung to trade shows, they saw the future was digital.
From Events to Everywhere Instead of waiting for quarterly trade shows, they built presence where prospects researched daily. Digital became their primary channel, not a supplement.
From Cold to Warm They transformed their approach from interruption to education. Trust-building content preceded every sales conversation.
From Manual to Systematic Qualification became automated. Intent signals replaced gut feelings. Data drove decisions, not hunches.
What transformed:
Today, they’re the digital leader in a traditional space. Trade shows still happen – but now they’re for deepening relationships, not finding them. Their pipeline builds systematically, not seasonally.
